Markets

How do midterm elections affect the stock market? Explore historical returns, election-year volatility and what investors should know ahead of the 2026 midterms.

New York Fed researchers say tariffs pushed consumer goods prices higher in 2025 and 2026. Learn why the effects may last into 2027 and what it might mean for households and investors.

Despite a crowded risk calendar, breadth and historical outperformance set the U.S. stock market up for outsized returns after the midterm elections.

AI spending is booming, but U.S. economic growth hasn’t accelerated. The reasons? Imported hardware can offset GDP gains, and AI capex may be crowding out other investment as rates rise.

The Fed held rates steady in October, but the inflation fight isn’t over. Here are the key takeaways for investors – and what they could mean for borrowing costs, cash yields and markets.

The victory sets the stage for a tougher political environment, with a right-leaning Congress and rising fiscal pressures. Markets may react negatively near term, but the impact on economic growth looks broadly neutral.

The “artificial intelligence” label alone is no longer enough for lenders. Credit markets are separating durable cash flow from debt-reliant growth as spending scales.

Treasury yields have risen sharply, but the level of rates alone doesn’t tell the whole story. Explore why yields are rising, what the Fed may do next, and how today’s higher starting yields can create fixed-income opportunities.